Kenneth N. Ross discusses Eagle Capital Management, LLC. Mr. Ross provides balanced fund services to institutional and individual clients. He develops an asset-allocation target for each client and then builds a portfolio with equity and fixed income securities. Mr. Ross considers himself a risk manager as well as an investment adviser. He manages risk on a functional basis by creating diversified portfolios and on a tactical basis by establishing sell targets at the security level. When it comes to selecting equity investments, Mr. Ross builds a portfolio with a combination of ETFs, or what he calls first responders; dividend growth stocks; industry leaders; and companies that change the way people function today.
Full interview available here.
Interview Highlights: Kenneth Crawford of Argent Capital Management on Investing Strategies
January 13, 2017
Interview Highlights: Thomas Kertsos of First Eagle Investment Management on Investing Strategies
August 30, 2016
Interview Highlights: Martin H. Bergin of DUNN Capital Management on Investing Strategies
August 09, 2016
Interview Highlights: Sean M. Thorpe of Aristotle Capital Management on Investing Strategies
August 17, 2016
Interview Highlights: Michael Johnson of Tributary Capital Management on Investing Strategies
August 19, 2016
